Categories & Tiers
Categories & Tiers
What are Categories and Tiers?
Categories and Tiers help you sort and organise your partners. Think of categories as the “what” (the type of partner) and tiers as the “level” (how established or successful they are).
Where to find it
Settings, then Categories & Tiers (under Partner Program).
Who can use it: Admin or Partnerships team members.
Plan: You need a paid Journeybee plan.
How the page works
The page has two tabs at the top: Categories and Tiers. When Co-selling is on, a third tab, Co-selling roles, appears (see Co-selling labels and roles below).
If you have more than one partner type turned on (for example Referral and Reseller), a second row of tabs lets you pick which partner type you are editing. Categories and tiers are kept separate for each partner type. Distributor partners do not get a tab of their own: they use your Reseller categories and tiers. See Distribution Management.
Categories
Use categories to group partners by type, industry, or focus area (for example “Technology Resellers” or “Marketing Agencies”).
Add a category
Click Create at the top.
Type a name for your category.
If you have more than one partner type, pick which one this category is for.
Click Add category.
Edit or delete
Edit: Click a category name in the list and type your change.
Delete: Click the bin icon. Only admins can delete. Partnerships team members can edit names but cannot delete.
When you have unsaved name changes, a Save button appears at the top. Click Save to keep them or Cancel to throw them away.
Tiers
Tiers represent partner levels or rankings (for example “Bronze”, “Silver”, “Gold”, “Platinum”). Each tier also has a colour so it stands out on partner cards.
Add a tier
Click Create at the top.
Type a name for your tier.
Pick a colour for the tier.
If you have more than one partner type, pick which one this tier is for.
Click Add tier.
Edit or delete
Edit: Click a tier name to change it, and use the colour picker to change its colour.
Delete: Click the bin icon (admins only).
Save tier changes with the Save button at the top.
Co-selling labels and roles
When Co-selling is on (see Platform Modules), the Co-selling roles tab lets you describe how partners work together on a deal. A deal has one primary partner and can have one or more supporting partners. Everything on this tab is set separately for each partner type, so pick the partner type first if you have more than one. See Co-selling for the full picture.
Partner labels
Rename what your team calls the two sides of a deal, for example Sourcing partner and Delivery partner. Fill in Primary partner label and Supporting partner label. Leave a field empty to keep the defaults, Primary and Supporting. Your labels are used on deals, in the partner leaderboard and in partner analytics.
Supporting partner roles
Roles describe what a supporting partner does on a deal, for example Implementation or Influencer. Roles are optional: a supporting partner can be added without one.
Under Supporting partner roles, click Add supporting role.
Type a Role name. Names must be different within a partner type.
Save.
Primary partner roles
Roles describe how the primary partner contributed, for example Sourced or Sourced + Co-sold.
Under Primary partner roles, click Add primary role.
Type a Role name and save.
Your team picks the primary partner's role on the deal itself. A deal where nobody has picked a role shows the first active role in this list, so put your most common role first. With no primary roles, the primary partner shows the primary label. Partners see the role but cannot change it.
Limits and deleting
Up to 20 active roles of each kind per partner type, and up to 200 roles in total across all partner types, including deleted roles that deals still use.
Deleting a role that deals still use archives it: those deals keep it, but it can no longer be picked for new ones.
The roles you set up here are also what you map Salesforce values to in the Salesforce co-selling partner sync. See Salesforce Integration.
How they work together
You can give a partner both a category and a tier. This gives you two ways to sort and report on partners:
Categories answer “What type of partner is this?” (for example Technology partner, Channel partner, Referral partner).
Tiers answer “What level are they at?” (for example Bronze, Silver, Gold).
Good to know
Deleted categories and tiers cannot be brought back, so check before removing one.
Keep names clear and consistent so they are easy to use in reports and filters.
Think about your long-term partner plan when you create these.
Tier colours help partners spot their level at a glance on cards and lists.
Distributor partners cannot be supporting partners on a deal, and supporting partners must be the same partner type as the deal's partner. Co-selling roles are therefore set up for referral and reseller partner types.